Rachael O'Leary


For over 15 years, Rachael has been building her understanding of the intricacies of federal, state, and local tax. Her knowledge enables her to provide sound tax advice while weighing the pros and cons of particular decisions and impact the decision will have on her client's tax responsibilities. This experience is especially valuable when working with pass-through entities as she balances the tax responsibilities of the individual and the business.

She enjoys working with clients that enable her to utilize all of her experience and background while pushing her to expand upon her business experience. She focuses on closely held businesses that have numerous entities and complex tax structures that interact with each other. Adding the complexities of multi-state and local tax to the mix allow for her true knowledge to shine.


Bachelor of arts, accounting and business, La Roche College